Nathan D Marsden
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Aug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Larkin Express LogisticsJun 2023 to Jan 2025
- Putnam InvestmentsJul 2022 to Aug 2022
- Longshore BoatsMay 2022 to Jul 2022
- University of South CarolinaAug 2021 to May 2023
- Orchard Lake Country ClubMay 2021 to Aug 2021
- Carimi LawfirmMar 2021 to Jun 2021
- University of South CarolinaAug 2020 to May 2021
- Orchard Lake Country ClubMay 2020 to Aug 2020
- University of South CarolinaAug 2019 to May 2020
- Orchard Lake Country ClubJun 2019 to Aug 2019
- UnemployedJan 2017 to May 2019
- The Claymore ShopNov 2016 to Dec 2016
- UnemployedMar 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7592986
- Firm CRD
- 7691